Eagle Asset Management, Inc. is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Georgia, Oklahoma, Pennsylvania, and Tennessee (although they are present in other states as well).
Most Eagle Asset Management, Inc. clients are hospitals, residential mental health and substance abuse facilities, and grantmaking foundations with revenues ranging from $36 million to $466 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Dekalb Medical Center | 501(c)(3) | Decatur, GA |
| 2 | The Good Samaritan Hospital of Lebanon Pennsylvania | 501(c)(3) | York, PA |
| 3 | Assisi Foundation of Memphis | 501(c)(3) | Memphis, TN |
| 4 | 12 and 12 | 501(c)(3) | Tulsa, OK |
Competitors to Eagle Asset Management, Inc. in the nonprofit sector include Vanguard Funds, Leafhouse Financial Advisors, LLC, LPL Financial LLC - RPCP, United Of Omaha, Merrill Lynch Life Agency, Healthcare Community Securities Cor, CBIZ Retirement Plan Services, Prudential Insurance Company, National Investment Services, and Gallagher Fiduciary Advisors, LLC.
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